How Advocacy Investing® helps
Nonprofit Corporations
In recent years, courts have been inclined to hold nonprofit corporate directors to the "business care" standard. The "business care" rule holds them to a strict standard, but permits them to consider social and environmental factors when rendering their investment decisions. Introducing ethical criteria into the investment selection process will not subject a fiduciary to liability as long as he or she makes sound financial judgments and honors the duty to diversify.
Unlike traditional socially responsible investing (SRI), the Advocacy Investing® strategy does not focus on exclusionary tactics. For that reason, it doesn't jeopardize diversification, but creates customized portfolios based on the corporation's unique mission. In fact, the Advocacy Investing approach affords non-profits a unique opportunity to drive mission and further the goals of the organization.
To learn more, I invite you contact us to see how the Advocacy Investing strategy can benefit your non-profit organization.
Copyright © 2008-2013 Marc J. Lane Investment Management, Inc. All rights reserved. Member SIPC.
"Advocacy Investing", "Promoting Your Own Values", "SRI Open Forum", "Your Profit. Your Passion. Your Power.", "The Next Generation of Socially Responsible Investing", and "Advocacy Avatar" are trademarks of Marc J. Lane Investment Management, Inc. (Member SIPC) registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Protecting Today's Wealth. Building Tomorrow's." and the Marc J. Lane Wealth Group logo are trademarks of The Law Offices of Marc J. Lane, a Professional Corporation registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Marc J. Lane Wealth Group" is a trademark of The Law Offices of Marc J. Lane, a Professional Corporation and may be registered in certain jurisdictions.